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Replacing Nvidia with AMD makes no sense when both use TSMC
| orchid indian lodge | 01/23/26 |
| startled parlour round eye | 01/23/26 |
| aromatic costumed garrison giraffe | 01/23/26 |
| orchid indian lodge | 01/23/26 |
Poast new message in this thread
Date: January 23rd, 2026 10:03 PM Author: orchid indian lodge All that matters is who's got access to the most advanced nodes at TSMC, and in what volume, and Nvidia has trillions to spend on wafers. Even if AMD sells every semiconductor it produces, it won't even own 10% of the market. That stonk is overbought by boomers, it's going nowhere, and RyzenAI sucks dick too and AMD knows it (http://www.autoadmit.com/thread.php?thread_id=5825719&forum_id=2\u0026mark_id=5310894#49613415) |
Date: January 23rd, 2026 10:10 PM Author: startled parlour round eye Whatever, I’ll just sell when boomers get it up to $300 (http://www.autoadmit.com/thread.php?thread_id=5825719&forum_id=2\u0026mark_id=5310894#49613429) |
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Date: January 23rd, 2026 10:24 PM Author: aromatic costumed garrison giraffe TSMC is a foundry bro (http://www.autoadmit.com/thread.php?thread_id=5825719&forum_id=2\u0026mark_id=5310894#49613472) |
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Date: January 23rd, 2026 10:31 PM Author: orchid indian lodge thank (http://www.autoadmit.com/thread.php?thread_id=5825719&forum_id=2\u0026mark_id=5310894#49613493) |